ASML in the Netherlands is the only manufacturer that can ship EUV lithography machines, but judging from the current situation, it may be a question mark whether ASML can be said to be Dutch in the future. Previously, ASML had the idea of withdrawing from the Netherlands, and the Netherlands had made a lot of efforts to keep ASML at that time.
However, what people didn't expect is that just recently, the new president of ASML, Fouquet, took office, which seems to have once again promoted ASML's withdrawal from the Netherlands, the new president of ASML, Fouquet, is not a Dutch, but French, and the outside world speculated that one of the places ASML might go to if it evacuated happened to be France.
What's more, AFP later pointed out that France represents a proud and confident Europe, so when it comes to trying to prevent US interference in export controls, Fuquet will inevitably have the support of the United States. Now that it's okay, ASML and France are currently equivalent to both sides making a certain statement, and it is estimated that ASML will probably land in France. Some foreign media even believe that ASML may even be negotiating related matters with France at present.
The importance of ASML to the Netherlands is undoubted, not only can bring a lot of tax revenue and jobs to the Netherlands, but also the Netherlands can influence the development of the entire chip semiconductor industry chain through ASML. This also has a great role in promoting the development of related industrial chains in the Netherlands.
In this case, ASML spread the news that it was going to evacuate from the Netherlands, and the Netherlands was naturally very anxious and began to take various ways to retain ASML. However, although ASML said that it did not think about it, its actions are indicating that it wants to evacuate, especially the president change of ASML this time.
ASML's old president, Wen Koning, is a Dutchman, which actually means that if he wants to lead ASML to do something contrary to the Dutch requirements or withdraw from the Netherlands, he will inevitably face a lot of resistance. This is why ASML has been reluctant to give up the Chinese market before, but after the United States and the Netherlands restricted the shipment of lithography machines, ASML could only choose to comply.
Judging from Wen Koning's tenure, in fact, he still has 7 years before he should "retire", that is, around 2031, but this time has not only been advanced to 2024, but he is still replaced by the French Fuquet, which probably also has the idea that ASML wants to get rid of the influence of the Netherlands.
Not only that, in this handover, Wen Keningdai said to Fukai: ASML and the Chinese business must be put first. The implication of this is actually very obvious, which is to remind Fukai of the importance of the Chinese market. China is now ASML's largest market, even providing 49% of its revenue in the first quarter of 2024.
To be able to become the new president of ASML, Fukai naturally knows the importance of the Chinese market, but why did Wen Koning say this? Combined with some of Fuked's statements after taking office, it can also be understood that this is Wen Koning telling Fouquet to seek more ways to ship to the Chinese market, and it can even be said that he has withdrawn from the Netherlands.
After the businessman, Fouquet also said that if he had to go "alone", then there would be nothing in the end. In fact, this has also been interpreted by foreign media as: the export of lithography machines in the yin and yang United States is expensive.
It is not difficult to see from the current situation that the idea of ASML wanting to withdraw is growing, which is obviously very uncomfortable for the United States and the Netherlands. Even if ASML does not choose to withdraw in a short period of time, it is becoming more and more hardened in the face of export control issues, and it is estimated that it will not be so easy for the United States and the Netherlands to continue to restrict ASML's lithography machine shipments.
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